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June 14, 2022

Commentary: NCM Pension Portfolios

Portfolio Manager John Poulter, CFA, reviews recent economic and market events and where he's currently looking for opportunity.

"With S&P 500 and TSX equities down approximately 19% and 11% respectively, I suppose it is a reasonable question: Are we at a bottom? Our expectation is that the road to clarity still has a few twists and turns ahead before we confidently declare we are there."

Download the full commentary here



John Poulter, CFA

John oversees key strategic asset allocation decisions across the firm and manages the NCM Pension Portfolios